The prerequisites for creating a new integration map are quite straight forward:

Decide on the type of integration to be created.

Decide how the integration should work.

Create the source data template.

The integration I am creating as part of this series is one of the easiest which can be created; it is a standard General journal integration. I always create this map after implementing SmartConnect (and before starting to use SmartConnect, Integration Manager) as it is a quick and easy one to create and which will be useful to all clients.

The most useful way of creating this integration for clients, is to create an integration which polls a folder every few minutes on a schedule and which reads data from an Excel spreadsheet. This approach allows one integration to be set up and usuable by all users; as it is a folder being polled, the files dropped into the folder can have any name and, as long as the format matches the template, SmartConnect will attempt to integrate the data.

In the past when using Integration Manager, the source file would be a CSV or TXT file as Integration Manager couldn’t easily handle Excel spreadsheets; SmartConnect has no such limitation, so I am going to use the Excel version of the Integration Manager template:

With the above decided and in place, the next post, in this series, will start to cover the creation of the integration map in SmartConnect.

I recently did a series on Implementing SmartConnect, from eOne Solutions; in this series I am going to create a simple integration map to show how SmartConnect can be used to integrate standard journals into Microsoft Dynamics GP from a predefined folder.

The series index below will update as each post in the series goes live (unless you’re reading a syndicated version of this post in which case check back to the original post).

I was recently putting together a report for a client on Fixed Allocation Accounts and came across some corrupt data in the Fabrikam, Sample Company, Database. To avoid encountering this issue again, next time I am working in this area, I put together a simple script to remove the corrupt records by joining Fixed Allocation Master (GL00103) with Breakdown Account Master (GL00100) to identify the data which should not be there and delete it; this makes the script generic enough that I can use it on a live company should the need ever arise.

The seventh new feature is .When transaction posting is enabled, this feature allows users to perform posting through the General Ledger at a transaction level. The following is a list of supported transactions for this feature:

Invoice Entry

Receivables Apply Doc.

Receivables Cash Receipts

Receivables Sales Entry

Sales Deposits

Sales Trx Entry

Voided Trx Maintenance (Sales)

Payables Trx Entry

Payment Entry

Purchasing Invoice Entry

Purchasing Prepayments

Receivings Trx Entry

Returns Trx Entry

Assembly Entry

Transaction Entry (Inventory)

Transfer Entry

Manual Checks (Payroll)

Project Accounting Transaction windows except Project Closing

To enable post through for transactions, open the Posting Setup window (Administration area page » Setup » Posting » Posting), and mark the Post Through General Ledger checkbox below the Allow Transaction Posting one:

In theory this is a great addition to Dynamics GP, as many clients want to do transaction level posting, although more these days are wanting to use workflow for approvals which still requires batches.

However, in my testing so far, all Sales transactions which I post using post through work fine, but nothing on Payables posts through at transaction level regardless of the settings.

I need to do additional testing, but so far this feature isn’t looking good.

I’ve written a few scripts to update data in the Fabrikam sample company (I will be posting a series index to link them all together in the near future).

The sample company ships with a few budgets preloaded, but they are not named very well. For example, the budget for 2027 (the year in which Fabrikam is operating) is named BUDGET 4 and the budget for 2025 is named BUDGET 2005.

I’ve had a number of clients and prospects ask if it is possible to have approvals of goods receipt notes and invoices in POP, so it’s good that I can now say that there are. These workflows are likely to be fairly complicated, so, in this post, I am going to be giving a test to the General Ledger Account Approval workflow.

The workflow process is created and maintained just like any other via Workflow Maintenance (Administration area page >> Setup >> Company >> Workflow >> Workflow Maintenance):

The first of the features announced by Microsoft was the introduction of DocAttach on more windows: the DocAttach button on the action pane makes the function more accessible to users. The windows updated for this are:

General Ledger Transaction Entry

Receivables Transaction Entry

Asset General Information

Employee Entry

I-9 Form (Payroll)

Journal Entry Enquiry

Payables Transaction Entry Zoom

Receivables Transaction Entry Zoom

I quite like the DocAttach function in Microsoft Dynamics GP, although I am careful to be clear with clients and prospects that is is document attachment and not document management.

While it’s good to see DocAttach getting wider exposure across Microsoft Dynamics GP on the action panes, it’s especially nice to see Fixed Asset Management getting some DocAttach improvements as many of my clients have images of their assets to store:

The Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily.

The budget functionality in Microsoft Dynamics GP isn’t the strongest with reporting being particularly weak. The ability to report on budgets in Management Reporter does somewhat redeem this area of functionality.

However, the absence of a SmartList Object for budgets is quite a big issue, as SmartList is a very nice flexible reporting tool which the majority of my clients know well. For those with SmartList Builder, it was easy enough to create a SmartList Object for them.

With the introduction of SmartList Designer, we were able to roll out the SmartList budget report to all of the clients who wanted it.

The script is below and returns the budget information with the beginning balance, 12 hard-coded periods and total horizontally across the page.

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